We are in the very early innings of a shift toward a broader application of personalized medicine, where therapies will be targeted to a particular patient based on that individual’s DNA, RNA, and genetic composition.
Many companies are making great strides in cell and gene therapy to help in the diagnosis and treatment of cancers and genetic diseases.
Lonza (LONN SW)
Lonza manufactures small- and large-molecule therapies, and opened the world’s largest dedicated cell and gene therapy facility in 2018.
- There are hundreds of cell and gene therapy treatments in various phases of development.
- In order to ramp production and ultimately commercialize these therapies, biopharma companies need contract development manufacturing organizations (CDMOs) like Lonza.
- Rather than trying to forecast at this stage which individual businesses will be successful, we are invested in Lonza, which has a solid CDMO businesses.